No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
My original setup is very good, they offer sound financial advice.
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
My investment did well, even in difficult world-wide conditions.
Pleasant to deal with and seems to have our best interests at heart.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
He is so easy to talk with and is very helpful when needed.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.